lt cap,

Thanks for your company run-down on AI. While stories like these aren't ground-shattering - and one should expect such stories from numerous companies across time, it provides some evidence that INTC is indeed producing products in the hopes of making them a player in the field (2nd story is a broader overview):  businesswire.com/ne...364/en

newsroom.intel.com/pr...gence/

In other areas, the market never fails to puzzle me - NOK down another 1% because....It's Monday the 25th, which is only 12 dates and 4 days away from Friday the 13th? (well, the whole sector looks bleak today, which seems to be the trend). And Moody's downgraded the outlook for growth in the oil and gas industry worldwide from 'positive' to 'stable', citing current growth of 27% to slow to single digits. So at the same time Chevron announced investing $4 bln to expand production, and CHV, COP, etc. soar. If Moody's is right, flooding the market with more oil and gas will....be a great idea? Well, I understand the devil may be in the details. 

And had we all invested in TTWO, EA, and ATVI at what we considered to be inflated prices, we'd have doubled or tripled our investment, and looked like genuises. I have no idea of the internal details the way Jester does, but is there something about the sector that justifies these prices?